Verizon Communications Inc. (VZ)

All Comments on VZ

  • commenter
    Wade
    Jan 23 03:06 PM
    Who Would Want Sprint? Google, Comcast [view article]
    If Sprint became "Google Wireless," then Google put its "muscle" behind the operations and producing an alluring device and apps, I could see consumers coming in droves to get the new gphone. Verizon and AT&T would likely lose customers to Google Wireless rapidly. Reply
  • commenter
    Duff
    Jan 23 01:07 PM
    Who Would Want Sprint? Google, Comcast [view article]
    Note:
    Google has gross margins of 60%,
    Sprint does not.
    Why would Google limit itself to
    one carrier, a distant 3rd place to boot?
    Running a Carrier in this environment
    is not Googles strength.
    If they want to make a play they should take out
    Motorola and preload Android on every handset sold.
    Motorola will build more Handsets than Sprint Will ever activate....
    Moto Makes more handsets in a lousy quarter
    than Sprint has total customers.....




     Reply
  • commenter
    Java Joe
    Jan 23 09:06 AM
    Who Would Want Sprint? Google, Comcast [view article]
    Google is also interested in Clear Wire's Wi Max technology a project that once involved Sprint. Sprint's version of Wi Max is called Xohm (pronounced zoam). A partnership between Google and Clear Wire will be an excellent move if Google wins the bid for spectrum along with the introduction of the gphone. Google doesn't need to acquire a firm such as Sprint which has a lot of debt and a large amount of customers defecting. Craig McCaw the CEO of Clear Wire was responsible for getting AT&T in the wireless business when he sold the company. Reply
  • commenter
    BillyWade
    Jan 22 12:16 PM
    Dow Names Offering More Value Now Than At Start of Bull [view article]
    Interesting read thanks. I agree to an extent that some sectors are in better shape but the market seems to go lower than you expect it will and calling the bottom is tough. I think it is a healthy correction to the bubbles the fancy investment bankers get us into.

    Recession is not depression. The more we put it off the bigger the pain. So lets get back to equalibrium whatever that might be and let the speculators dangle in the wind from the trees from which they look down on the commons with mere BA degrees from non ivy league schools....
    Reply
  • commenter
    Toto-13
    Jan 21 10:42 PM
    Dow Names Offering More Value Now Than At Start of Bull [view article]
    Another article telling me to get a spoon when I get hungry.
    Rob,
    WallastonInvestments.c...     Reply
  • commenter
    stckpkr7000
    Jan 20 09:36 AM
    Dow Names Offering More Value Now Than At Start of Bull [view article]
    Your article makes sense at first glance, however earnings are coming down as will their FORWARD pe ratios. The same arguement was made for the builders in 2005. Lets examine the true earnings going forward to get an idea of true forward valuation. Risk is still getting priced into the markets as recession is here and a nasty bear to boot. Reply
  • commenter
    Victhom
    Jan 18 02:21 PM
    My Website
    Jim Cramer's 10 Predictions for 2008 [view article]
    TWX will do very good in 2008 Jim sorry but...I guess you want them all for you little greedy man LOL :0) I guess Deutsche Securities knows more than you what's coming for TWX....

    Time Warner "buy"

    Friday, January 11, 2008 9:33:32 AM ET
    Deutsche Securities

    NEW YORK, January 11 (newratings.com) - In a research note published yesterday, analysts at Deutsche Bank Securities maintain their "buy" rating on Time Warner Inc (TWX.NYS). The target price is set to $26.
    Reply
  • commenter
    ADX
    Jan 17 01:35 PM
    Net Neutrality - Tragedy of the Commons (T, VZ, BLS) [view article]
    This argument is baseless. If bandwith were to be comoditized as a limited resource then I could see the point to charge consumers. But, Fiber bandwith is unlimited, so therefore you have an unlitmited supply of bandwith.

    4% of consumers that use 50% of unlimited Fiber bandwidth compared to 96% using the other 50% of unlimited bandwidth results in a zero effect on the network and on user experience.

    Plus, since most people's connections are capped between 1.5Mb and 6Mb, then they should be allowed to use that bandwidth fully. This has nothing to do with the consumer. These statistic are based on ISP backbone numbers, which are in fact a fiber optic SONET, which therefore has an unlimted amount of bandwith. The ISP's are just getting a liitle too greedy.

    Plus the Japan numbers don't report any issues with network congestion or other network problems, but simply proves that you have different kinds of internet users. ISP's are trying to frame the issue that these 4% powerusers are steeling bandwith from the rest of the 96% on the backbone, when in fact, there is more bandwith there then what is currently being consumed by everyone. Fiber bandwith is unlimited. There is no base for this argument.     Reply
  • commenter
    schmitt
    Jan 17 10:26 AM
    My Website
    CES 2008: My Opinion and Perspective [view article]
    The OLED's were there last year. They are amazing but they are old news. Reply
  • commenter
    RastaRich
    Jan 17 08:50 AM
    CES 2008: My Opinion and Perspective [view article]
    Thin is indeed in and maybe you missed them behind those thick LCDs, but the OLEDs were thinner and brighter! If you didn't like the price, OK, but hey, that's what was new this year. Reply
  • commenter
    Tom B
    Jan 14 07:42 PM
    Cowen's Top 10 Technology Surprises for 2008 [view article]
    "The first item on telcos threatening cable is obvious. Verizon (VZ) and AT&T (T) are going to be big threats to cable players and plenty of customers–"

    I refuse to buy VZ on general principals, as a vaery dissatisfied Wireless customer. T may have legs, and has the added plus of an exclusive on the iPhone and a nice dividend.     Reply
  • commenter
    Tom B
    Jan 14 07:40 PM
    Cowen's Top 10 Technology Surprises for 2008 [view article]
    User 139912: you make a few valid points, but don't underestimate all GOOG's app's. GMail is ALREADY way better than Outlook, and probably way cheaper to administer. The other stuff may come up to speed.

    I think GOOG is still King of on-line ads-- and will be through '08, easily.

    Google Earth and Sketch-up are excellent, but unlikely, I suppose to add to the bottom line..     Reply
  • commenter
    MarketRealis
    t
    Jan 14 05:02 PM
    Cowen's Top 10 Technology Surprises for 2008 [view article]
    Comparing Google Apps to Office 2007 is like comparing a Lexus to a Pinto. Both will get the job done but one is a pleasure to use while the other is a utility that you hope to graduate from someday. Google has been cobbling together these apps (note the last few apps have all been acquired) as a priority 3 behind its search and ads focus, and it will continue that way, much like any other company that has the challenge of focusing its resources on what will return the highest revenue, user adoption, or protect its user base. Google has a lot to fear in the social networking movement where it put a forth a weak attempt at leveling the playing field last year, and where it will continue to struggle with credibility (Google is well known as a bully in the business community, a highly juxtaposed perception when compared to the average netizen/consumer, but it's only a matter of time before this bully perception seeps more broadly into the average users' minds). With that threat at its doorstep it will have to continue to double down on search and ads and that will stretch it super thin in Apps -- would you want to bet your company's IT functionality on a company that puts Apps as priority #3, and has a major threat on its doorstep for its cash cow and what fuels its insane stock valuation? I wouldn't. Most CIOs wouldn't. So, I think Cowan is writing about this because Google is the current journalistic darling and the writer's equivalent of sensationalism -- put Google in your story and your bound to get eyeballs. It doesn't make it the right prognostication.

    So, I bet Google will continue to cobble together disparate pieces in an attempt to scare off Microsoft, whereas all it really does is put a little pricing pressure on Microsoft at the bargaining table with its large customers. No CIO in their right mind seriously considers doing business with Google, after watching what Google has done to others of its 'partners' (just search for the various apps partners who have been screwed over by Google in the past year).

    Look, it's tempting to pretend that Google will conquer the world, and that they will do this at a time when everyone is hoping the stock will double, especially employees and big institutions who got in over the past 18 months. But don't let the press and analysts fool you -- Google is a one trick pony and is only using Apps to saber rattle against its most feared competitor, using a weapon that its largest competitor built (AJAX). The innovation is all in search and ads, as are the resources to keep those services running.

    It's more interesting to ask what will happen as growth in online ads slows and whether Apps will ever make up for the Billions in market cap that will be erased when that bubble bursts. Google Apps would have to rake in $Billions in the next 2-3 years, to make up for the downside risk of a slowdown in online ads, not unlikely in a recessionary environment. And, before you depend on the DoubleClick acquisition to make up the difference, note that the competition in that market segment is fairly intense for serving up non-text ads, and there is no consumer 'lock' or brand tailwind that Google can rely on there. Look at DoubleClick's revenues over the past few years -- it is peanuts compared to Wall Street's expectations for Google's growth.

    So be careful not to fall for what analysts and pump-and-dump cycles say. Do your own research. It's too bad that there are not more balanced analyses out there and fewer momentum pieces.

    Good for you, Larry, for being critical of these types of reports.     Reply
  • commenter
    Research
    Intensive
    Investing
    Jan 14 03:07 PM
    Smith Micro: Profit from a Fallen Wall Street Story [view article]
    Thanks for the comments. I omitted discussion of the Device Management group due to its currently small revenue; IMS has big potential but its still about a year off from meaningful revenue. Also, my impression is that the StuffIt revenue is booked under Consumer and Compression, but I could be wrong on that one. Suffice to say, there are tremendous growth opportunities, both now and in the future; I just chose to focus on those that are likely to drive growth in the near term.

    As for taxes, management has guided to a 30% cash tax rate in 08'. I also could see this coming in lower, but I wanted to use the higher rate to be conservative.

    Anyhow, sounds like we are generally both in agreement that there is a lot of growth here.

     Reply
  • commenter
    freakyguy666
    Jan 14 01:17 PM
    Smith Micro: Profit from a Fallen Wall Street Story [view article]
    Interesting that you failed to mention arguably their most exciting division: Device Solutions Group. This division is focused solely on marketing products to the HANDSET MANUFACTURERS. Products include Mobile Device Management (acquired from Insiginia--allows over-the-air updating of firmware without having to physically take the handset to the carrier), IMS (acquired from PCTel), and StuffitWireless (compression of the handset resources by up to 70% allowing the OEMs to fit more data on the handset without increasing the amount of flash memory). The potential here is higher than any of the other divisions simply due to the fact that, if successful, the software would be sold on a per unit basis and included on the handset itself. Given over 1.1 Billion handsets are sold per year, it is not hard to see how quickly revenues (and indeed earnings, as this is virtually a 100% gross margin product) could explode. Again, why you would choose to ignore this is strange...

    Also, it is worth noting that although SMSI will have to pay a higher tax rate in 2008, it is unlikely that it will be higher than 25-30% given the options expenses. So a reasonable guess would be 28%, which should increase your EPS estimates.     Reply
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